See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,717 | $155,788+25.6% | $124,672+57.0% | $167,490+16.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 9.32% | 17.97%-8.7pp | 5142.93%-5133.6pp | 478.56%-469.2pp |
| Employer contribution / active EE | $2,655 | $4,163-36.2% | $3,324-20.1% | $4,837-45.1% |
| Participant deferral / active EE | $2,655 | $5,673-53.2% | $4,614-42.5% | $6,341-58.1% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |